Adam Neal Mondy
Financial Adviser in Hazelbrook, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000337751
- Location
- Hazelbrook NSW 2779
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 2 March 2013
- First provided advice
- 2009
- Qualifications
- Advanced Diploma of Financial Services, Pinnacle (2010); Diploma of Financial Services (Financial Planning), UNE (2010); Diploma of Financial Services (Finance/Mortgage Broking), Intellitgrain (2012); Master of Financial Planning, Kaplan (2021)
- Memberships
- SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam Neal Mondy
On the Financial Advisers Register kept by ASIC, Adam Neal Mondy appears as a current financial adviser in Hazelbrook, New South Wales, adviser number 000337751.
The licensee Adam advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). That authorisation dates from 2 March 2013.
According to the register, Adam first provided financial advice in 2009. Qualifications and training on file include Advanced Diploma of Financial Services (Pinnacle, 2010), Diploma of Financial Services (Financial Planning) (UNE, 2010) and Diploma of Financial Services (Finance/Mortgage Broking) (Intellitgrain, 2012). Professional memberships recorded: SMSF Association.
Adam is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Adam Neal Mondy a registered financial adviser?
Yes. Adam Neal Mondy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000337751.
Which licensee does Adam Neal Mondy work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Adam Neal Mondy give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.